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Young people eating vegan food

FCAC releases new financial literacy strategy

The government agency hopes to make the financial system more accessible and inclusive

Couple getting financial advice from consultant at home
Conversations

Addressing the conflict of proprietary products

Conflicts-related reforms come into effect June 30

Human Hand Poking House And Bubble With Needle Against Cloudy Sky
Conversations

As housing prices soar, advisors are adjusting their strategies

Some young clients fear missing out, while older ones may be sitting on unexpected gold mines

Businessmen are skeptical looking at stock market charts.
Conversations

ESG interest on the rise, but so is fear of greenwashing

The final day of the RIA conference focused on retail advisors

Plant a seedling today - environment and education concept with old and young hands protecting a nursling
Conversations

How do you measure the impact of an impact investment?

Choosing products that deliver real-world results is a challenge for the industry

Businessman working on Desk office business
Conversations

Client-focused reforms and advisor compensation

New rules coming into effect June 30 require advisors to address material conflicts

Image of dark night with lightning above stormy sea
Conversations

Climate metrics are imperfect, but advisors still need to start using them

Experts at the RIA conference said advisors should be discussing net-zero portfolios

Multiethnic couple considering investment real estate purchase consulting realtor, interracial family listening attentively to mortgage broker thinking of getting bank loan for buying new home house
Conversations

One in five Canadian investors plans to switch wealth providers: survey

Firms should prioritize hybrid models to serve investors post-pandemic, an EY study says

Bitcoin, Litecoin and Ethereum
Technology

Crypto firms struggling to satisfy U.K.’s anti-money laundering rules

Canadian regulators are also trying to come to grips with regulating crypto trading firms

International business network with connected lines, worldwide communication for internet of things, finance, trading, blockchain and web technologies, concept wit businessman using tablet computer (International business network with connected lines,
Technology

Investors experiencing service issues at online brokerages: J.D. Power study

One in four clients reported having at least one problem with their firms over the past 12 months

Jake Goertzen
Conversations

Client Confidential: Jake Goertzen

A Winnipeg truck driver discusses financial advice and the road to retirement

small business owner during the pandemic
Advisor’s Edge

Financial planning through the pandemic

Help your business-owner client reassess cash flow and more

Systemic racism George Floyd
Conversations

Racial justice, one year later

Editorial: Financial firms still have work to do in acknowledging their role in systemic racism

Canada’s big banks not likely to join Bitcoin bandwagon: DBRS

Even with low interest rates, Bitcoin's risks outweigh the benefits, a report says

Top 10 columns from 2020

From government benefits to 401(k)s, our experts covered the big topics

  • By: Staff
  • December 24, 2020 December 24, 2020
  • 09:32

Outcome-based investments and other fintech to watch

A report outlines the technology changing financial services

Can your client afford to help her adult children?

Re-evaluating retirement income

What two investment trends or ideas do you find most interesting right now?

We asked three advisors

Letter to the editor: Don’t underestimate credentialing bodies

FP Canada responds to March article

  • May 11, 2021 May 11, 2021
  • 09:30

Halfway through an SRO ban, ex-rep agrees to new suspension

An OSC enforcement action against a former rep has extended an existing suspension

China’s growth picks up in Q3 as recovery takes hold

Retail sales finally returned to pre-virus levels

CE Course: Optimal asset location

Examining how taxes, expected investment outcomes and utility can affect asset location

Help retired clients avoid high-pressure sales tactics

Be sensitive to the psychology and life-stage perspective of retirees

  • By: Al Emid
  • November 6, 2013 December 9, 2019
  • 07:00

Advisors can do more to help their clients relax in retirement

Retirees are re-assessing how they deal with financial markets

  • By: Al Emid
  • October 30, 2013 December 9, 2019
  • 07:00

The whole picture: Understanding the needs of aging clients

The process of aging can take its toll